销售副总裁 - 远程
Vice President of Sales - Remote
注册代表 – 批发商（1099 合伙人机会）
关于 Exemplar Companies
Exemplar Companies 是一家以价值观为导向的专业服务公司，秉持四重底线理念：人员、目的、利润和影响。我们与有创业精神的专业人士合作，他们希望在建立有意义的业务的同时，利用全国性平台的支持、基础设施和协作网络。
在 Exemplar，我们认为专业人士应该拥有自由地以目标为导向领导、战略性增长，并在没有传统企业环境限制的情况下运营。
职位概述
Exemplar Companies 正在寻找一位经验丰富的注册代表 – 批发商，以推动指定市场和渠道的战略分销增长和顾问参与。该人员将负责与金融顾问、经纪交易商、独立顾问协会（RIA）和其他金融中介机构建立关系，同时推广公司的投资产品和解决方案。
这个机会非常适合一位高绩效、以关系驱动的专业人士，他们在一个创业环境中茁壮成长，并由业务发展、战略合作伙伴关系和长期增长所激励。
主要职责
- 制定并执行区域商业计划，旨在实现或超越销售和增长目标
- 与金融顾问、经纪交易商、独立顾问协会（RIA）和分销合作伙伴建立并维护牢固的关系
- 举办顾问会议、教育演示和客户参与活动，以加强关系并提高产品使用率
- 在指定区域和渠道内识别和培养新的业务机会
- 根据 FINRA 和合规指南提供市场洞察、投资更新和产品教育
- 与内部团队（包括营销、运营、合规和领导层）协作，确保信息一致和顾问支持
- 在 CRM 系统中保持准确的活动跟踪、销售渠道管理和顾问沟通
- 在会议、社交活动和行业会议上代表 Exemplar Companies
- 跨职能合作，支持战略增长计划和顾问参与工作
资格要求
- 需要 FINRA 第 7 系列和第 63 系列执照
- 金融、商业、市场营销或相关领域的学士学位优先
- 5 年以上投资销售、批发或金融服务经验
查看英文原文
Registered Representative – Wholesaler (1099 Partner Opportunity)
About Exemplar Companies
Exemplar Companies is a values-driven professional services firm built on a quadruple bottom line philosophy: people, purpose, profit, and impact. We partner with entrepreneurial professionals who want to build meaningful businesses while leveraging the support, infrastructure, and collaborative network of a national platform.
At Exemplar, we believe professionals should have the freedom to lead with purpose, grow strategically, and operate without the limitations of traditional corporate environments.
Position Summary
Exemplar Companies is seeking an experienced Registered Representative – Wholesaler to drive strategic distribution growth and advisor engagement across assigned markets and channels. This individual will be responsible for developing relationships with financial advisors, broker-dealers, RIAs, and other financial intermediaries while promoting the firm’s investment offerings and solutions.
This opportunity is ideal for a high-performing, relationship-driven professional who thrives in an entrepreneurial environment and is motivated by business development, strategic partnerships, and long-term growth.
Key Responsibilities
- Develop and execute a territory business plan designed to achieve or exceed sales and growth objectives
- Build and maintain strong relationships with financial advisors, broker-dealers, RIAs, and distribution partners
- Conduct advisor meetings, educational presentations, and client engagement events to strengthen relationships and increase product utilization
- Identify and cultivate new business opportunities within assigned territories and channels
- Provide market insights, investment updates, and product education in accordance with FINRA and compliance guidelines
- Collaborate with internal teams, including marketing, operations, compliance, and leadership, to ensure consistent messaging and advisor support
- Maintain accurate activity tracking, pipeline management, and advisor communications within CRM systems
- Represent Exemplar Companies at conferences, networking events, and industry meetings
- Partner cross-functionally to support strategic growth initiatives and advisor engagement efforts
Qualifications
- FINRA Series 7 and Series 63 licenses required
- Bachelor’s degree in Finance, Business, Marketing, or related field preferred
- 5+ years of experience in investment sales, wholesaling, financial services, or business development
- Strong understanding of alternative investments, private placements, and advisor distribution channels
- Demonstrated success in meeting or exceeding sales and relationship management goals
- Excellent communication, presentation, negotiation, and interpersonal skills
- Self-starter with an entrepreneurial mindset and strong business development capabilities
- Ability to travel within the assigned territory as needed
- Experience working with both warehouse and independent broker-dealer channels preferred
- Existing advisor relationships and established networks are highly desirable
What We Offer
- Entrepreneurial 1099 partnership opportunity with flexibility and autonomy
- Access to Exemplar’s collaborative national platform and professional network
- Operational, marketing, and leadership support designed to help grow your business
- A values-driven culture focused on innovation, impact, and long-term success
- Opportunity to work alongside experienced professionals across multiple disciplines
- Flexible remote work environment
Who You Are
- A relationship-builder who values trust, integrity, and long-term partnerships
- A strategic professional who thrives in a growth-oriented environment
- A motivated self-starter ready to expand a book of business
- A collaborative leader who embraces innovation and forward-thinking solutions
- A professional seeking greater purpose, flexibility, and ownership in their career
Join Exemplar Companies
If you are ready to grow your business, expand your impact, and partner with an organization committed to innovation, collaboration, and purpose-driven leadership, we encourage you to apply for confidential consideration.
For more information, visit:
Exemplar Companies
ADA & Equal Opportunity Employer
Exemplar Companies is committed to providing equal employment opportunities to all applicants and employees. Reasonable accommodations are available for qualified individuals with disabilities throughout the application and hiring process. If you require accommodation, please contact the appropriate hiring representative.
Exemplar Companies is an Equal Opportunity Employer and values diversity at all levels of the organization. Employment decisions are based on qualifications, merit, and business needs without regard to race, color, religion, sex, age, disability, national origin, sexual orientation, gender identity, veteran status, or any other protected status under applicable law.
Salary: Unique Compensation ModelOriginally posted on Himalayas